Overview
This workflow leverages AI to automate financial assistance and transaction management through Telegram and WhatsApp. Users interact with an AI agent to inquire about balances, register transactions, and receive financial reports in real time.
Key Features
- AI Chat Agent: Utilizes OpenAI's language model for natural language financial conversations.
- Multi-Channel Support: Integrates with Telegram and WhatsApp for broad accessibility.
- Persistent Memory: Stores chat history and transaction data in Postgres for context-aware responses.
- Automated Transaction Handling: Users can register transactions and request balance reports seamlessly.
Benefits
- 24/7 Availability: Provides instant financial assistance without human intervention.
- Improved Accuracy: Reduces manual errors in transaction recording and reporting.
- Time Savings: Automates repetitive financial queries and data entry, freeing up staff resources.
- Enhanced User Experience: Delivers fast, conversational support via familiar messaging platforms.
Use Cases
- Personal or small business finance management via chat.
- Automated expense tracking and reporting for teams.
- Real-time financial support for customers or employees.
Integrations & Processes
- OpenAI: Powers the AI chat agent for intelligent responses.
- Postgres: Maintains chat memory and transaction records.
- Telegram/WhatsApp: Serves as user-facing communication channels.
- n8n Langchain Nodes: Orchestrate AI, memory, and workflow tools for seamless automation.
